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1,426 hedge funds and large institutions have $46.3B invested in FedEx in 2018 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 581 increasing their positions, 490 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 78

19% more repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 490

5% more capital invested

Capital invested by funds: $44.1B → $46.3B (+$2.23B)

1% more funds holding

Funds holding: 1,4121,426 (+14)

0.1% more ownership

Funds ownership: 72.77%72.87% (+0.1%)

2% less funds holding in top 10

Funds holding in top 10: 5453 (-1)

35% less call options, than puts

Call options by funds: $783M | Put options by funds: $1.2B

Holders
1,426
Holders Change
+14
Holders Change %
+0.99%
% of All Funds
32.6%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.21%
New
107
Increased
581
Reduced
490
Closed
78
Calls
$783M
Puts
$1.2B
Net Calls
-$421M
Net Calls Change
-$317M
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1051
Bingham Osborn & Scarborough
California
$411K -$484 -2 -0.1%
HDIM
1052
Hanson & Doremus Investment Management
Vermont
$411K
BMC
1053
Beaton Management Company
Massachusetts
$409K
CH
1054
Canton Hathaway
Rhode Island
$409K +$412K +1,700 New
AWM
1055
Altavista Wealth Management
North Carolina
$406K
CA
1056
Cambridge Advisors
Nebraska
$405K
FHC
1057
First Heartland Consultants
Missouri
$404K -$45.5K -188 -10%
CBA
1058
Coastal Bridge Advisors
Connecticut
$400K
CPIG
1059
Chicago Partners Investment Group
Illinois
$399K +$2.42K +10 +0.5%
CFG
1060
Citizens Financial Group
Rhode Island
$398K +$11.4K +47 +3%
ACA
1061
Atlas Capital Advisors
Wyoming
$398K +$341K +1,409 +582%
GI
1062
Gradient Investments
Minnesota
$397K +$147K +606 +58%
XS
1063
XR Securities
Illinois
$396K -$127K -525 -24%
SFSIG
1064
San Francisco Sentry Investment Group
California
$395K +$70.2K +290 +21%
SBIA
1065
Sheaff Brock Investment Advisors
Indiana
$394K -$27.6K -114 -7%
CA
1066
Clearstead Advisors
Ohio
$394K
CYG
1067
Clean Yield Group
Vermont
$393K
PCA
1068
Personal Capital Advisors
California
$392K +$16K +66 +4%
HCM
1069
Highlander Capital Management
New Jersey
$385K +$121K +500 +45%
PCM
1070
Palisade Capital Management
New Jersey
$385K +$387K +1,600 New
BJL
1071
Brighton Jones LLC
Washington
$384K -$968 -4 -0.3%
WA
1072
Waverly Advisors
Alabama
$381K
ICA
1073
Infrastructure Capital Advisors
New York
$380K
RB
1074
Rodgers Brothers
Pennsylvania
$380K
DA
1075
Doliver Advisors
Texas
$380K +$21.8K +90 +6%

FDX Hedge Fund Activity: Q3 2018 in Review

1,426 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2018, worth a combined $46.3B — up 5.1% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new FDX positions and 78 closed out — a net gain of 29 holders — while 581 added to existing stakes and 490 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $500M. The largest seller was Capital World Investors, cutting an estimated $627M.

  • 1,426 institutional investors held FedEx (FDX) as of Q3 2018, up from 1,412 in Q2 2018.
  • Funds reported $46.3B of FedEx stock for Q3 2018, up 5.1% quarter-over-quarter.
  • 107 funds opened new FedEx positions in Q3 2018 and 78 closed out, a net change of +29 holders.
  • The largest FedEx buyer in Q3 2018 was Dodge & Cox, an estimated $500M added.
  • The largest FedEx seller in Q3 2018 was Capital World Investors, an estimated $627M sold.

Based on aggregated 13F filings for Q3 2018.